Whether you create tasks for yourself or they’re assigned to you by a teammate, you can manage your Breezy to-do list in several places.

Task Management is available to customers on all paid plans.

You can find your tasks on:

Tasks on the dashboard

On your dashboard, you'll see a list of incomplete tasks that have been assigned to you. Just click the checkmark to mark a task as done, or click its name to see more details.

Tasks on the Breezy dashboard

Tasks in the global sidebar

Inside the global tasks view (from the left sidebar), you'll be able to see all of the tasks assigned to you, as well as the tasks you've assigned to others. You can also filter by status, to see only complete or incomplete tasks.

To filter tasks by assignment:

  1. Click Tasks in the left sidebar.

  2. Click the assignment dropdown near the top of the window.

  3. Select Tasks Assigned To Me or Tasks I’ve Assigned.

To filter tasks by status:

  1. Click Tasks in the left sidebar.

  2. Click the gear icon near the top of the window.

  3. Select Incomplete TasksCompleted Task, or All Tasks.

Just click the checkmark to mark a task as done, or click its name to see more details.

Tasks page from the global left sidebar

Tasks by position

You can access tasks related to a position from the Tasks tab of the position view. Hiring Members can see the tasks they have created or that are assigned to them, while Hiring Managers can see all tasks associated with the position.

To filter tasks by assignment:

  1. Click Positions/Pools in the left sidebar.

  2. Open the correct position.

  3. Click Tasks near the top-right corner of the window.

  4. Click the assignment dropdown near the top of the window.

  5. Select Tasks Assigned To MeTasks I’ve Assigned, or Tasks Assigned to Team.

To filter tasks by status:

  1. Click Positions/Pools in the left sidebar.

  2. Open the correct position.

  3. Click Tasks near the top-right corner of the window.

  4. Select Incomplete TasksCompleted Task, or All Tasks.

Just click the checkmark to mark a task as done, or click its name to see more details.

Filtering position tasks

Tasks by candidate

You can access tasks related to a specific candidate from the Tasks tab of the candidate’s profile.

To filter tasks by assignment:

  1. Open the candidate’s profile.

  2. Click Tasks near the top-right corner of the window.

  3. Click the assignment dropdown near the top of the window.

  4. Select My TasksCreated Tasks, or Team Tasks.

Just click the checkmark to mark a task as done, or click its name to see more details.

FiItering options on a candidate task


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